Why Financial Planning
Steve Lynch – CERTIFIED FINANCIAL PLANNER™ “How do you do anything without a plan?” In 1982, I fell in love with the idea of Financial Planning because it made so much sense to me. I could not believe anybody would do it any other way. This is how it was explained to me back in 1982. Prior to having a CERTIFIED FINANCIAL PLANNER™, people would get opinions from multiple people (i.e., stock broker, insurance agent, CPA, attorney, banker, real estate agent, etc.) maybe 12 or more different opinions from people in their specific field. The biases were very apparent so there was no objectivity. If you go to a certain car dealership don’t be surprised when they try to sell you one of their cars. Working with a CERTIFIED FINANCIAL PLANNER allows you to get that objectivity and someone that can help you put it all together. #1 – We specialize in Advanced Planning (putting it all together) #2 – We have no ties to any of the products/tools/investments. We offer total independence. Life is a heck of a lot easier if you know what you want, and you have a plan. I invite you to to see why we have been the trusted advisor for countless families for over 30 years. It will tickle you to know how easy it can really be. Every corporation has what is called a Chief Financial Officer (CFO). In fact, I can’t think of a single corporation that doesn’t use a CFO. Well, individuals don’t need a full time CFO, nor can they afford one which is why Certified Financial Planners™ were invented back in the 70’s. People say that financial planners are only for the rich, but I say they are for the people who want to be rich. Retirement Planning, Tax Planning Investment Planning, Income Planning, Estate Planning, Business Planning Risk Planning.